-60.8%
CLSK vs DUK
+135.4%
-196.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | 0.0% | +6.8% | +6.8% |
| 7D | +7.7% | -0.7% | +8.4% | +7.6% |
| 30D | +12.2% | -2.4% | +14.7% | +12.0% |
| 3M | -15.5% | -3.0% | -12.5% | -15.7% |
| 6M | +39.3% | -6.6% | +45.9% | +38.7% |
| YTD | +35.1% | +4.6% | +30.5% | +35.5% |
| 1Y | +34.0% | +1.2% | +32.8% | +34.3% |
| 3Y | +226.3% | +45.7% | +180.6% | +227.9% |
| 5Y | +6.4% | +40.3% | -33.9% | +7.1% |
| All | -60.8% | +135.4% | -196.2% | -31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DUK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling